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Financial Advisor Wealth Management Financial Consultant

Wealth Planner: UHNW Client Strategy & Planning

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: CI Financial
Full Time position
Listed on 2026-01-09
Job specializations:
  • Finance & Banking
    Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in Dallas seeks a Wealth Planner to collaborate with Wealth Advisors on client service experiences. The role requires preparing thorough financial plans, managing client deliverables, and monitoring portfolios. Candidates must hold a Bachelor's degree and CFP® certification, demonstrating strong analytical skills. This position offers competitive compensation and numerous employee benefits in a collaborative work environment.
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